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Account Representative Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated March 26, 2025
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Editorial Guidelines

An Account Representative, or Client Account Coordinator, is someone who acts as the point of contact between their company and their clients. The main responsibilities of an Account Representative are often answering any questions a client has, helping to renew contracts, and updating clients on any new products or company programs.

What does an Account Representative do?

An Account Representative generally works on the sales or customer service team and helps to ensure a company’s clients are satisfied with the products and services they’ve received. An Account Representative is responsible for inputting any data into a CRM system that pertains to communications with the clients. Account Representatives can either visit clients in-person or manage an account remotely. Ultimately the role of an Account Representative is to build long-lasting relationships with clients.

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Account Representative Job Description Examples

Example 1

As a Customer Account Representative at Axiom Global Solutions, you will play a pivotal role in maintaining strong relationships with our valued customers and ensuring exceptional customer experiences throughout the auto glass replacement process. The Customer Account Representative's primary focus will be handling customer inquiries, coordinating service appointments, and providing top-notch support to existing and potential customers. This position requires excellent communication skills, attention to detail, and a genuine passion for delivering outstanding service.

Key Responsibilities:

Customer Account Communication and Support:

  • Act as customers' main point of contact, responding promptly to their inquiries, concerns, and service requests regarding auto glass replacement
  • Provide customers with knowledgeable assistance and expert guidance regarding auto glass replacement services, pricing, and service options.
  • Address customers complaints or issues with empathy, professionalism, and a commitment to finding prompt and satisfactory resolutions.

    Appointment Coordination:

  • Schedule and coordinate auto glass replacement appointments according to customers preferences and technician availability.
  • Ensure smooth communication between customers and technicians, informing all parties about appointment details, changes, and specific requirements.

    Sales and Upselling:

  • Identify upselling opportunities during client interactions and promote additional services, such as glass repair, windshield wiper replacement, or glass tinting, to maximize customer satisfaction and company revenue.

    Customer Relationship Management:

  • Nurture strong relationships with existing customers to encourage repeat business and foster customer loyalty.
  • Proactively engage with customers to gather feedback, testimonials, and reviews, and leverage positive customer experiences to enhance the company's reputation.

    Administrative Tasks:

  • Maintain accurate and up-to-date customer records, service logs, and appointment schedules in the company's database or CRM system.
  • Prepare and process invoices, payments, and necessary paperwork related to customer accounts and transactions.

    Customer Account Representative Qualifications and Skills:

  • High school diploma or equivalent; Associate or Bachelor's degree preferred.
  • Proven experience in customer service, account management, or sales roles, preferably in the automotive or service industry.
  • Exceptional communication and interpersonal skills, with a customer-centric approach to problem-solving.
  • Strong organizational abilities and attention to detail to manage multiple client accounts and appointments simultaneously.
  • Knowledge of auto glass replacement terminology, techniques, and products is advantageous but not mandatory (training will be provided).
  • Self-motivated, reliable, and capable of working both independently and as part of a team.
  • Superior work ethic with a tenacious attitude and entrepreneurial spirit

    Job Type: Full-time

    Pay: $800.00 - $1,200.00 per week

    Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Location: In person

    • Example 2

    Title: National Account Representative

    Job Code:

    Department:Sales

    Job Grade:

    Revision Date: 8/2/23

    Fair Labor Standards Act (FLSA):

    Position Overview

    A National Account Representative is responsible for servicing all customers within their assigned territory. The position educates Diamabrush customers on our line of floor care products as well as how to use them most effectively. This is a hands-on position where significant (
  • 3 weeks per month) travel within each representative s region is required. The customer facing nature of the National Account Representative role makes it critical to the success and growth of Diamabrush business.

    Essential Job Functions

    Ability to build relationships with new and existing customers to foster a long-term partnership, and ensure the customer is satisfied with their floor care program.

    Representative will need to have excellent communication skills to be able to articulate the Diamabrush products and process.

    Independently manage travel, optimizing schedule for time, budget, and overall efficiency.

    Must be willing and able to provide hands-on demonstration of Diamabrush tools for customers. Continuous training for the customers is required to ensure the Diamabrush program is being followed effectively.

    Able to travel 3 weeks per month within assigned territory (primarily driving).

    Associate must be a self-starter with high integrity and ability to solve problems.

    Must track site visits through Diamabrush database on smart device and/or computer.

    Ability to present or train Diamabrush products and processes to large groups of people.

    Ability to pull demonstration equipment on a 15 trailer if needed.

    Requirements

    Proficient in MS Word, MS Excel

    Excellent customer service skills

    Ability to work independently as well as in a team environment

    Willing to travel 2-3 weeks per month

    Valid Driver s license

    Other Skills/Abilities

    Positive Attitude

    Proficient in written and oral communication

    Willingness to help team whenever called upon

    NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

    Job Type: Full-time

    Pay: $59,363.82 - $66,596.54 per year

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Compensation package:
  • Bonus opportunities
    Schedule:
  • Monday to Friday
  • Weekends as needed
    Travel requirement:
  • Up to 75% travel



    License/Certification:
  • Driver's License (Required)

    Willingness to travel:
  • 50% Location: On the road

    • Example 3

    Since 1972, Helping others get what they want has been the motto at Don Roberto Jewelers Company. This motto grew its roots in the soil of Don Roberto s humble but ambitious beginnings. Don Roberto Jewelers opened its first store in downtown Stockton, California on September 1, 1972 catering to all walks of life. This is a tradition that continues even today, as our hard-working employees realize the importance of understanding and catering to each and every customer.

    If you are someone that loves to interact with people or would like to learn how to interact with different individuals, then this is the job for you. Don Roberto Jewelers provides an excellent environment with extensive opportunities to hone in on your people and communication skills while providing room for growth within the company.

    Purpose:
    To provide the highest level of service, while collecting delinquent accounts in a professional manner
    Duties and Responsibilities:

  • Abide by all State and Federal laws, and company policy.
  • Call customers with past due accounts and negotiate payment arrangement by phone. Locate customers with delinquent accounts.
  • Document all conversations with customers.
  • Follow up on " broken promises " in a timely manner. Achieve or exceed accounts worked a.
  • Accept payments; take credit applications. Perform other duties as assigned.

    Essential Job Functions:

  • Ability to endure long periods of sitting, standing and occasionally walking; lift and carry a maximum of 40 pounds;
  • push and pull 100 pounds; climb, knee l, and reach on occasions. Use of ordinary conversation speech and hearing; field vision, color vision and acuity (far and near). Ability to operate a personal computer, printers, telephone, and other general office equipment; to communicate effectively in both written and oral forms; apply cognitive skills; work in a fast-paced environment.
  • Ability to follow directions from a supervisor and carry out instructions.
  • Ability to accept constructive criticism and interact effectively with coworkers. Ability to appear for work on time and to understand and follow posted rules and procedures.

    Preferred Skills, Knowledge, and Abilities:

  • Bilingual English/Spanish preferred.
  • Six months collections or telemarketing experience, retail preferred.

    Brand: Don Roberto Jewelers
    Address: 173 E. Gladstone St., Azusa, CA 91702
    Property Description: 49-Azusa
    Property Number: 49

    Job Types: Full-time, Part-time

    Pay: $16.50 - $22.00 per hour

    Benefits:
  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Day shift
  • Evening shift
  • Holidays
  • Monday to Friday
  • Weekend Location: One location

    • Example 4

    Patient Account Representatives call patients on behalf of our healthcare clients to answer questions they have related to their medical bill and help guide them toward account resolution.

    To Apply Please Visit: [website]

    Essential Duties:

  • Manage inbound and outbound phone calls
  • Speak with patients regarding their medical bill
  • Answer questions and help patients in paying their bill
  • Take notes and maintain electronic record system

    Benefits:

  • $1,000 New Hire Bonus
  • Paid Vacation
  • Health Insurance
  • Retirement Program with Company Match
  • Weekends Off
  • Steady Schedule
  • Contests, Prizes and Incentives

    This is a rewarding position in which our team works with patients to help them better understand their medical bill and determine the best options available to them for repayment. Individuals with the ability to provide exceptional customer service and who enjoy helping others will thrive in this role.

    Previous call center experience and general medical and insurance knowledge is a plus, but all necessary training will be provided.

    We foster a team environment where you will receive thorough training, opportunities for professional certification paid by the company, and peer mentors to welcome you into our organization and your role. This is an excellent role to gain valuable experience in healthcare administration and business office management.

    Job Types: Full-time, Part-time

    Pay: $13.00 - $15.00 per hour

    Benefits:
  • 401(k)
  • 401(k) matching
  • Health insurance
  • Paid time off
    Schedule:
  • Monday to Friday
    Work setting:
  • Office



    Ability to commute/relocate:
  • Scottsbluff, NE 69361: Reliably commute or planning to relocate before starting work (Required)

    Application Question(s):
  • Please describe a customer service role you have occupied or explain why you would be well-suited for a customer service oriented Location: In person

    • Example 5

    Northern Millennial is looking for the next addition to our growing team!

    Our Client Account Rep brings our national clients to a local level, making products and services more accessible to potential new customers. In this entry-level position, you will be interacting daily with customers face-to-face in local retail settings and are responsible for creating new connections for the national brands we represent. You ll focus on new client acquisition as well as maintaining existing accounts. This position is perfect for someone looking to get in on the ground floor of a marketing and sales team that represents some of the biggest companies in the world. If you want to develop a skill set that will elevate your business sense and advance your career, then APPLY TODAY!

    THIS IS AN IN-Person Position ONLY!

    Client Account Representative Responsibilities:

  • Engage on a face-to-face level with potential new customers
  • Acquire new customer accounts
  • Resolve any issues that arise with current accounts
  • Take customer information accurately
  • Track daily and weekly sales goals

    Client Account Representative Qualifications:

  • Bachelor or Associate degree (preferred)
  • 1-3 years of customer service experience (preferred)

    Client Account Representative Benefits:

  • Weekly pay
  • Paid training
  • Growth opportunities
  • Travel opportunities
  • Hands-on mentorship in the business world

    Job Type: Full-time

    Pay: $650.00 - $1,150.00 per week

    Benefits:
  • Flexible schedule
  • Paid training
    Compensation package:
  • Bonus opportunities
  • Commission pay
    Schedule:
  • Monday to Friday
  • Weekends as needed



    Ability to commute/relocate:
  • Monroe, NY: Reliably commute or planning to relocate before starting work (Preferred)

    Application Question(s):
  • What is the best email for our hiring team to reach Location: In person

    • Example 6

    Schedule: Monday- Friday 9AM-5PM

  • Interfaces with physicians and administrators to ensure financial growth and stability.
  • Assists in monitoring accuracy of fee structure and reimbursement payment schedules from third party payers, all cash payment deposits and refunds.
  • Assists in resolving complex billing situations.
  • Gives guidance and direction to billing/clerical staff regarding billing and office/clerical functions.
  • Carries out clinical documentation requests to business office to ensure timely appeals.
  • Implements policies and procedures to facilitate billing and maximize case collections.
  • Implements improvements for financial management of each billing area.
  • Performs related duties as required.

    High School Diploma or GED required

    Business school or Associate s degree in related field preferred

    Experience with third party billing required

    Ability to communicate effectively

    *Additional Salary Details: The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

    Job Type: Full-time

    Pay: $25.49 - $28.50 per hour

    Benefits:
  • Dental insurance
  • Health insurance
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Monday to Friday

    People with a criminal record are encouraged to apply



    Education:
  • High school or equivalent (Required)

    Experience:
  • Third party billing: 1 year Location: In person

    • Example 7

    Sales Rep, Sales Representative, Sales Associate, Sales Agent, Outside Sales, Outbound Sales Representative, Packaging Sales Representative, Sales Coordinator, Out-side Sales Representative, Sales Assistant, Sales Management, Account Sales Representative, Sales Account Representative

    This job position is open in few other locations: Biglerville, Pennsylvania/Atglen, Pennsylvania /Scotia, New York / Auburn, ME / Fond du Lac, WI



    The Job You Will Perform:

    Responsible for professionally and effectively representing American Container (NAC) business in the packaging marketplace. This requires successful management of a sales territory by developing and fostering sound customer relationships.

    Sales Representatives are responsible for generating profitable sales, largely through regular and customary in-person interactions with prospective and existing customers.

    Examines and evaluates a customer's packaging needs and then offers recommendations to fulfill those needs while striving to meet the directives established by regional and plant management.

    Profitably grow the business with priority strategic (high transactional to consultative mix) accounts by developing and successfully implementing Key Account Plans.

    Enable profitable decision-making through demonstrated knowledge of; general business principles, internal financial management and industry business practices.

    Identify and implement Value Propositions with priority customers through knowledge and application of corporate/business capabilities and resources.

    Create advantage through continuous evaluation of market conditions, competitive environment and opportunities for innovation.

    Should be able to travel to multiple customer sites/meetings weekly and work in a variety of environments, including client sites, trade events, etc. (50% or more of the time).

    May act as account team leader.

    The Qualifications, Skills and Knowledge You Will Bring:

    BA/BS in a related field or related equivalent work experience in related field

    2+ years of sales experience

    Valid driver’s license is required

    Experience working in a manufacturing environment is a plus

    Experience in the corrugated box industry is a plus

    Sales reps. will get a car and company cell phone.

    Drive for results

    Action oriented

    Functional/technical skills

    Customer focus

    Learning on the fly

    Job Type: Full-time

    Pay: $60,903.49 - $256,500.50 per year

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Relocation assistance
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Monday to Friday



    Education:
  • Bachelor's (Required)

    Experience:
  • Corrugated Box Sales: 2 years (Required)
  • Sales: 2 years (Required)
  • Have you worked for any paper manufacturing company?: 1 year (Preferred)
  • Working in a manufacturing environment is a plus: 1 year (Preferred)

    License/Certification:
  • Driver's License (Required)

    Ability to Relocate:
  • Jackson, MS 39201: Relocate with an employer provided relocation package Location: In person

    • Example 8

    Company Summary:

    Trimlite is a manufacturer of decorative door-lites, stile and rail doors and a wholesale distributor of doors, millwork and building material related products to the building trade.

    Position Summary:

    The Account Representative II position is critical to developing good relationships with customers while receiving incoming customer calls, placing orders, and addressing and troubleshooting customer quality concerns.

    Responsibilities:

  • Manager multiple inbound and outbound pone calls and emails daily
  • Resolve product inquiries & ing needs over the phone
  • Review, audit & enter customer purchase orders
  • Determine the nature of order changes & provide insight to customers
  • Receive & relay any production, accounting or shipping changes to all orders
  • Audit each return or request to arrive at cost & time efficient solutions to each individual problem.
  • Filter through & edit each inbound order via online portals for accuracy and efficiency
  • Guide end users to solutions, depending on their needs
  • Use materials provided & industry knowledge to guide customers through troubleshooting to solutions for each project
  • Provide high quality customer service
  • Guide all incoming foot traffic
  • Follow safety and quality requirements
  • Other duties as assigned by manager or department leader

    Qualifications:

  • Excellent verbal and written communication skills, with proven negotiation skills
  • Excellent interpersonal and customer service skills
  • Excellent organizational skills and attention to detail
  • Excellent time management skills with a proven ability to meet deadlines
  • Strong analytical and problem-solving skills
  • Proficient with Microsoft Office Suite and related software

    Education and Experience:

  • HS Diploma or GED required
  • 2+ years of order management experience
  • 2+ years of customer service experience
  • 2+ years account management experience
  • Experience in the door or building industry is a plus

    Job Type: Full-time

    Pay: $26.00 - $30.00 per hour

    Benefits:
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Compensation package:
  • Signing bonus
    Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Friday



    Experience:
  • Account management: 2 years (Preferred)
  • Order entry: 2 years (Preferred)
  • building materials, door or millwork: 2 years Location: In person

    • Example 9

    Stop searching, start working. Join UnifyWork's career intelligence platform today to get hired fast in roles like this, and others you may not know you're qualified for! On the UnifyWork platform pay is always posted, and no resume is needed to get started.

    Once a member, you'll work with a dedicated career coach who will share jobs that match your skills and interests, gain access to our FlashHired virtual hiring events Bi-Weekly, and get a chance to win a five-hundred dollar sign-on bonus if you're hired!

    Click "Apply Now" to get started.

    Career coach available during business hours only (EST).

    Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.

    Job Duties:

    ? Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
    ? Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
    ? Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
    ? Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
    ? Observing, receiving, and otherwise obtaining information from all relevant sources.
    ? Negotiate credit extensions when necessary.
    ? Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
    ? Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
    ? Developing constructive and cooperative working relationships with others, and maintaining them over time.
    ? Record information about financial status of customers and status of collection efforts.

    Our employer partners are equal opportunity employers.

    Ongoing need to fill this role
    Type: Full-time

    Example 10

    This is a work from home position for a dependable, hard working individual. Must be located in the state of Alabama, Florida, or Georgia. Ability to be detailed, multi-task, and work well under stress in a fast paced environment is a must. Internet, laptop, mouse, and mobile phone is required for this position. Work from home experience is desirable, but not required.

    Summary:The position of Client Account Representative is responsible for performing all Client Account Representative tasks for all aspects of work order acceptance and completion.

    Essential Duties and Responsibilitiesinclude the following:
  • Computer literacy, ability to use online and Microsoft Programs
  • Finding new Service Providers to complete work orders
  • Creating and issuing new work orders to Service providers within the system or a new Service Provider
  • Communicating with Service Provider to complete their Service Provider Package
  • Following up with the Service Provider to obtain a viable ETA, completion of work or Proposal and all completion documentation in a timely manner.
  • Assisting with ing and proposals - Ensuring that es are detailed and viable
  • Client liaison
  • After hour emergency calls and rotating weekends on call
  • Ordering lifts
  • Touching every work order within a 2-day time period
  • Work 8AM to 5PM - Monday - Friday with the exception of when on "After Hour Emergency Call Rotation"
  • Providing updates to clients on their work requests in a timely manner
  • Reviewing documentation submitted by Service Providers related to completed work requests and authorizing Service Provider invoices for payment to accounting
  • Rotating time blocks during business hours to return missed calls on Ext. 0

    Competencies
  • Integrity - Job requires consistency of actions, methods, principles, expectations, and outcomes.
  • Initiative - Job requires a willingness to personally take on responsibilities and challenges.
  • Attention to Detail - Job requires being careful about detail and thorough in completing work tasks.
  • Dependability - Job requires having excellent attendance, being reliable, responsible, and fulfilling obligations.
  • Cooperation - Job requires working or acting together as a member of a team for a common purpose or benefit.
  • Self-Control - Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
  • Persistence - Job requires persistence in the face of obstacles.

    Computer Requirements:
  • Must have laptop with ryzen 5-8 processor
  • 8 GB RAM

    The above statements are intended to describe the general nature and level of work being performed by the person assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, and physical demands and may change at any time with or without notice.'
    '
    Work Remotely
  • Yes

    Job Type: Full-time

    Pay: From $11.50 per hour

    Benefits:
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Paid training
  • Vision insurance
  • Work from home
    Schedule:
  • Monday to Friday
  • On call
  • Weekend availability

    COVID-19 considerations:
    This position is fully remote/work from home, including training. We are fully set up to work from home offices, and complete day-to-day tasks with no contact outside the home. With the exception of the inital week or two training if Location: Multiple Locations

    • Example 11

    Description

    The Patient Account Representative I maintains follow-up and collection activity including letters, telephone and personal contact. Maintains patient financial file and documentation, advises, informs and assists the patient/guarantor/family in regard to hospital financial policies. Performs other various clerical responsibilities as may be assigned. Identification of problem or un-collectible accounts required.

    Requirements

    Education: High school graduate or equivalent.

    Experience: Two (2) years prior billing experience in hospital or physician office preferred. Prior experience with on-line admission/billing system and knowledge of credit, collection and confidentiality laws desirable. Familiarity with UB-92 billing requirements preferred.

    Additional Requirements: May be required to work occasional overtime and flexible hours.

    Skills:
  • Ability to communicate effectively in English, both verbally and in writing.
  • Demonstrated math skills.

    Attention to detail.

    . Knowledge of third party payment procedures, managed care and government programs

    Job Type: Full-time

    Schedule:
  • Monday to Friday

    Ability to commute/relocate:
  • Kansas City, MO 64116: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • ICD-10: 1 year Location: One location

    • Example 12

    Extol is an innovative manufacturing technology company striving to improve plastic products through engineering, plastic assembly technology, custom automation, and 3D printing.

    Join our vibrant and energetic team and use your skills to solve customer challenges while getting opportunities to give back to the community. Work-life balance and employee appreciation are essential, and you'll have both when you work at Extol. Together, we'll create great outcomes for our customers, the community, and each other.

    Are you currently looking to make a switch over to sales from engineering? Extol is currently looking for a Strategic Account Representative in the Detroit area who will understand customer needs and deliver the best solution. The Strategic Account Representative (SAR) is responsible for maintaining key relationships with assigned customers. Qualifying and disqualifying opportunities quickly and correctly will allow the SAR to be most effective. Growing sales numbers will be critical to this role, as well as the following responsibilities:

    Essential Duties and Responsibilities
  • Understand customer needs and problems, get to the root cause.
  • Work closely with customers and Extol personnel to develop the right solutions to solve customer issues.
  • Develop and present compelling value propositions for Extol's full value chain to solve the customer problems
  • Utilize Business Development to assist at high potential customers where growth is stagnant.
  • Utilize Technology Sales Engineers to aid in specifying Extol proprietary technology.

    Required Skills & Experience
  • B.S. degree in Engineering or relevant discipline.
  • Demonstrates strong oral and written communication skills with the ability to be persuasive and to clearly understand and communicate complex technical information both verbally and in writing.
  • Demonstrates organizational skills including an ability to manage varying demands and deadlines. Demonstrates discipline to compile, organize, and store project information, and to effectively manage communication.
  • Demonstrates understanding of business finance and the ability to apply understanding to estimate project costs.
  • Demonstrates ability to quickly analyze, compare, and interpret detailed information to uncover root issues.
  • Less than 1 year in sales, engineering, and costing/ing experience, or equivalent.

    Job Type: Full-time

    Benefits:
  • 401(k)
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance
  • Work from home
    Schedule:
  • Monday to Friday

    Education:
  • Bachelor's (Preferred)

    Experience:
  • engineering: 1 year (Preferred)
  • sales: 1 year (Preferred)

    Willingness to travel:
  • 25% Location: Multiple Locations
    • Our mission

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    Account Representative duties and responsibilities

    When writing a job description for an Account Representative, it is important to specify the main functions of the role. Some of these important duties and responsibilities may include: 

    • Clearly communicating company values and updating clients on any new products, programs, or marketing initiatives
    • Consistently achieving monthly or quarterly targets
    • Proactively maintaining communication channels with clients via phone, email, or face-to-face meetings
    • Accessing company CRM systems to access analytics about customers and contracts to create reports for senior leadership
    • Onboarding new clients to help them understand the full suite of company products, programs, and services
    • Acting as the point of contact if clients have any issues and helping them work through problems

    Account Representative skills and qualifications

    A successful Account Representative candidate possesses various prerequisite skills and qualifications for the duties of this job. Some of these may include: 

    • Ability to work independently and as part of a team
    • Excellent organizational and time management skills
    • Excellent interpersonal, oral, and written communication skills
    • Experience writing and delivering communications to other departments
    • Ability to work with little supervision and the ability to take initiative
    • Strong attention to detail
    • Ability to build long-lasting and meaningful relationships with clients
    • Analytical skills and ability to work with large data sets

    Account Representative experience requirements

    When reviewing resumes for an Account Representative, it is best to look for someone who has at least three to five years experience. A good Account Representative candidate should have prior experience working in sales or accounts. Prior experience in any form of administration or customer service could also be considered.

    Account Representative education and training requirements

    When reviewing resumes for an Account Representative, look for a candidate who has obtained at least a bachelor’s degree or four-year college diploma in business administration or a related field. If the role is to take place in a specific industry such as finance or healthcare, it is best to look for a candidate who has an education in that particular field or additional training certification. Account Representatives working in the financial industry may be required to have certification from the Canadian Securities Course (CSC).

    Account Representative salary expectations

    According to Indeed Salaries, the average salary for an Account Representative is $52,383 per year. The salary can vary depending on many factors including experience, location, or the company that is hiring.

    Account Representative salary expectations

    2025-10-0117000.0076080.98178000.00YEARLY
    • Common salary: 76080.98 YEARLY
    • Typical salaries range from 17000.00 - 178000.00 YEARLY
    • Find more information on Indeed Salaries

    *Indeed data – 2025-10-01

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    Three individuals are sitting at a table with a laptop, a disposable coffee cup, notebooks, and a phone visible. Two are facing each other, while the third’s back is to the camera. The setting appears to be a bright room with large windows.

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